FFW

Fusion Family Wealth Portfolio holdings

AUM $1.18B
1-Year Est. Return 12.18%
This Quarter Est. Return
1 Year Est. Return
+12.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$292M
AUM Growth
+$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$9.54M
2
+$2.28M
3
+$1.52M
4
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$1.29M
5
RWL icon
Invesco S&P 500 Revenue ETF
RWL
+$1.01M

Top Sells

1
+$912K
2
+$873K
3
+$625K
4
IAU icon
iShares Gold Trust
IAU
+$382K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$294K

Sector Composition

1 Financials 1.91%
2 Technology 0.8%
3 Healthcare 0.56%
4 Consumer Discretionary 0.55%
5 Communication Services 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$49K 0.02%
854
127
$44K 0.02%
800
128
$44K 0.02%
800
129
$41K 0.01%
611
130
$40K 0.01%
204
131
$40K 0.01%
1,009
132
$40K 0.01%
655
-63
133
$39K 0.01%
3,475
134
$39K 0.01%
375
135
$39K 0.01%
1,373
-94
136
$37K 0.01%
650
137
$36K 0.01%
410
138
$36K 0.01%
2,078
139
$35K 0.01%
225
140
$35K 0.01%
700
141
$35K 0.01%
278
142
$33K 0.01%
283
143
$33K 0.01%
732
-2,228
144
$33K 0.01%
869
+374
145
$31K 0.01%
600
146
$31K 0.01%
1,400
147
$30K 0.01%
280
-33
148
$29K 0.01%
1,200
149
$29K 0.01%
562
150
$28K 0.01%
715
+1
4 5
6
7 8